Plan Ledger DOL Form 5500 · updated monthly

United Way Worldwidebenefits

United Way Worldwide Welfare Benefit Plan · ALEXANDRIA, VA · plan year 2025

Broker compensation reported · 2025
$181,258

United Way Worldwide's benefits plans covered 163 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $170,430. Insurance brokers and agents were paid $181,258 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 106.4% of premiums. That is $1,112 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 65% from $109,705 in 2024.

Insurance contracts · 20257
DELTA DENTAL OF VIRGINIA · dental$170K · 280 covered
CAREFIRST BLUECROSS BLUESHIELD · health drugpremiums n/a · 257 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 9 covered
FIDELITY SECURITY LIFE INSURANCE · visionpremiums n/a · 219 covered
LEGAL RESOURCESpremiums n/a · 57 covered
AETNA LIFE INSURANCE COMPANY · health ppopremiums n/a · 10 covered
LIFE INSURANCE COMPANY OF NORTH AMERICA · life ltdpremiums n/a · 163 covered
Brokers & agents paid · 20255
MERCER HEALTH & BENEFITS LLC$148,471 · incl $148,471 fees
USI INSURANCE SERVICES LLC$14,293 · incl $11,422 fees
MERCER HEALTH AND BENEFITS, LLC$15,669 · incl $285 fees
UNKNOWN$2,822 · incl $2,822 fees
Individual agent · names withheld$3

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 131635294 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.